BARLOW WEALTH PARTNERS, LLC

CIK

1999928

Location

LOUISVILLE, KY

Portfolio Value

Small $846,901,847

Diversification

Diversified

Filing Date

Global Rank

#415 / 2,968 ▲ 1632

Top Industry

Semiconductors 8.8%

3Y Alpha vs SPY

-6.1%

Period ended 30 days ago

Filed Jul 14, 2026 · 16d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+34.2%

SPY

+52.7%

Annualised alpha

-6.1%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

131 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.3%

+0.3 pts

Top 5

22.2%

−0.6 pts

Top 10

39.9%

−1.8 pts

HHI

295

Diversified−9

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.4%	$299,511,787	29
Financial Services	22.4%	$189,815,034	29
Industrials	10.9%	$91,969,216	14
Consumer Cyclical	7.7%	$65,626,394	12
Healthcare	6.8%	$57,398,133	15
Consumer Defensive	4.6%	$39,210,985	11
Communication Services	3.6%	$30,085,642	6
Energy	3.5%	$29,733,546	5
Basic Materials	2.7%	$22,931,567	2
Utilities	2.1%	$17,759,647	4
Unclassified	0.3%	$2,559,167	3
Real Estate	0.0%	$300,729	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MLI	Mueller Industries Inc	+210,169	463,736	$28,503,533
CRM	Salesforce, Inc.	+29,293	95,913	$15,025,730
INTU	Intuit Inc.	+27,111	41,262	$10,769,382
MCK	Mckesson Corp	+16,596	33,820	$25,554,392
CEG	Constellation Energy Corp	+14,114	66,046	$16,403,845
SCHW	Schwab Charles Corp	+4,867	248,860	$22,962,312
TJX	Tjx Companies Inc /De/	+3,442	209,411	$31,725,766
NVDA	Nvidia Corp	+3,028	225,776	$45,175,519
CRWD	CrowdStrike Holdings, Inc.	+2,364	3,152	$601,354
ORLY	O Reilly Automotive Inc	+1,875	9,465	$871,631
V	Visa Inc.	+1,251	109,392	$37,531,301
WRB	Berkley W R Corp	+1,031	271,315	$19,135,846
JPM	Jpmorgan Chase & Co	+913	85,274	$27,912,738
BRK-B	Berkshire Hathaway Inc	+874	57,201	$28,622,808
RGLD	Royal Gold Inc	+874	113,300	$22,615,813
ABBV	AbbVie Inc.	+692	4,334	$1,090,607
MSFT	Microsoft Corp	+640	101,834	$37,986,118
UPS	United Parcel Service Inc	+600	3,249	$349,267
RACE	Ferrari N.V.	+562	61,855	$23,027,997
GRMN	Garmin Ltd	+554	76,268	$18,116,700
HLI	Houlihan Lokey, Inc.	+537	205,696	$27,590,004
KO	Coca Cola Co	+500	16,061	$1,305,277
JNJ	Johnson & Johnson	+433	24,463	$6,212,868
VRTX	Vertex Pharmaceuticals Inc / Ma	+375	30,786	$15,292,329
COST	Costco Wholesale Corp /New	+345	35,455	$33,167,088
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−79,988	9,637	$2,296,882
FTI	TechnipFMC plc	−49,429	389,000	$25,790,700
ADBE	Adobe Inc.	−16,032	19,487	$3,995,224
TKO	TKO Group Holdings, Inc.	−16,011	110,783	$22,301,725
AAPL	Apple Inc.	−4,589	117,646	$34,042,046
EME	EMCOR Group, Inc.	−4,454	32,066	$26,610,932
FTNT	Fortinet, Inc.	−3,746	157,525	$24,198,990
FICO	Fair Isaac Corp	−2,674	12,601	$15,055,422
ASML	Asml Holding NV	−2,101	16,634	$33,092,343
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−752	57,667	$27,540,029
ACN	Accenture plc	−749	4,731	$588,725
PG	PROCTER & GAMBLE Co	−370	7,401	$1,085,282
AMAT	Applied Materials Inc /De	−340	4,378	$3,165,294
HUM	Humana Inc	−293	1,931	$767,031
CHDN	Churchill Downs Inc	−250	15,546	$1,393,543
DIS	Walt Disney Co	−200	6,407	$616,673
MORN	Morningstar, Inc.	−118	57,602	$8,987,064
META	Meta Platforms, Inc.	−85	679	$382,473
TT	Trane Technologies plc	−61	5,578	$2,739,690
MELI	Mercadolibre Inc	−42	388	$658,587
FIX	Comfort Systems USA Inc	−14	350	$693,682
SPGI	S&P Global Inc.	−9	2,076	$799,878
MEDP	Medpace Holdings, Inc.	−1	432	$228,782
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	288,435	$20,813,469
NOW	ServiceNow, Inc.	30,921	$3,069,836
DUK	Duke Energy CORP	3,438	$435,182
FAST	Fastenal Co	5,969	$286,691
AMD	Advanced Micro Devices Inc	447	$259,666
MCHP	Microchip Technology Inc	2,520	$229,824
SHBI	Shore Bancshares Inc	9,696	$222,523
WAT	Waters Corp /De/	586	$219,773
DELL	Dell Technologies Inc.	505	$217,887
PSX	Phillips 66	1,092	$184,602
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	3,235	$731,207
T	At&T Inc.	8,100	$234,819
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 tracked positions · $846,901,847 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	225,776	+3,028	$45,175,519	+16.3%	5.33%
MSFT	Microsoft Corp Technology	Added	101,834	+640	$37,986,118	+1.4%	4.49%
V	Visa Inc. Financial Services	Added	109,392	+1,251	$37,531,301	+14.8%	4.43%
AAPL	Apple Inc. Technology	Reduced	117,646	-4,589	$34,042,046	+9.7%	4.02%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	35,455	+345	$33,167,088	−5.2%	3.92%
ASML	Asml Holding NV Technology	Reduced	16,634	-2,101	$33,092,343	+33.7%	3.91%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	209,411	+3,442	$31,725,766	−3.5%	3.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	57,201	+874	$28,622,808	+6.0%	3.38%
MLI	Mueller Industries Inc Industrials	Added	463,736	+210,169	$28,503,533	+1.5%	3.37%
GWW	W.W. Grainger, Inc. Industrials	Added	20,912	+148	$28,448,684	+25.6%	3.36%
JPM	Jpmorgan Chase & Co Financial Services	Added	85,274	+913	$27,912,738	+12.5%	3.30%
HLI	Houlihan Lokey, Inc. Financial Services	Added	205,696	+537	$27,590,004	−6.4%	3.26%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	57,667	-752	$27,540,029	+39.5%	3.25%
EME	EMCOR Group, Inc. Industrials	Reduced	32,066	-4,454	$26,610,932	−1.3%	3.14%
FTI	TechnipFMC plc Energy	Reduced	389,000	-49,429	$25,790,700	−14.9%	3.05%
MCK	Mckesson Corp Healthcare	Added	33,820	+16,596	$25,554,392	+71.4%	3.02%
FTNT	Fortinet, Inc. Technology	Reduced	157,525	-3,746	$24,198,990	+83.6%	2.86%
RACE	Ferrari N.V. Consumer Cyclical	Added	61,855	+562	$23,027,997	+11.0%	2.72%
SCHW	Schwab Charles Corp Financial Services	Added	248,860	+4,867	$22,962,312	+0.1%	2.71%
RGLD	Royal Gold Inc Basic Materials	Added	113,300	+874	$22,615,813	−21.0%	2.67%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	110,783	-16,011	$22,301,725	−12.8%	2.63%
UBER	Uber Technologies, Inc Technology	NEW	288,435	NEW	$20,813,469	NEW	2.46%
WRB	Berkley W R Corp Financial Services	Added	271,315	+1,031	$19,135,846	+6.8%	2.26%
GRMN	Garmin Ltd Technology	Added	76,268	+554	$18,116,700	+3.1%	2.14%
CEG	Constellation Energy Corp Utilities	Added	66,046	+14,114	$16,403,845	+13.1%	1.94%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	30,786	+375	$15,292,329	+12.6%	1.81%
FICO	Fair Isaac Corp Technology	Reduced	12,601	-2,674	$15,055,422	−7.7%	1.78%
CRM	Salesforce, Inc. Technology	Added	95,913	+29,293	$15,025,730	+20.8%	1.77%
INTU	Intuit Inc. Technology	Added	41,262	+27,111	$10,769,382	+76.0%	1.27%
MORN	Morningstar, Inc. Financial Services	Reduced	57,602	-118	$8,987,064	−7.9%	1.06%
JNJ	Johnson & Johnson Healthcare	Added	24,463	+433	$6,212,868	+5.8%	0.73%
GOOGL	Alphabet Inc. Communication Services	Held	17,090	0	$6,107,453	+24.3%	0.72%
SYBT	Stock Yards Bancorp, Inc. Financial Services	Held	61,517	0	$4,704,204	+15.4%	0.56%
ADBE	Adobe Inc. Technology	Reduced	19,487	-16,032	$3,995,224	−53.7%	0.47%
AMAT	Applied Materials Inc /De Technology	Reduced	4,378	-340	$3,165,294	+96.3%	0.37%
NOW	ServiceNow, Inc. Technology	NEW	30,921	NEW	$3,069,836	NEW	0.36%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Held	14,477	0	$2,797,390	+17.0%	0.33%
TT	Trane Technologies plc Industrials	Reduced	5,578	-61	$2,739,690	+16.6%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Added	19,597	+2	$2,679,301	−19.4%	0.32%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	10,415	+24	$2,564,381	+18.6%	0.30%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,637	-79,988	$2,296,882	−87.7%	0.27%
AMGN	Amgen Inc Healthcare	Held	5,739	0	$2,078,206	+2.9%	0.25%
LLY	ELI LILLY & Co Healthcare	Held	1,448	0	$1,736,774	+30.4%	0.21%
MCD	Mcdonalds Corp Consumer Cyclical	Held	5,534	0	$1,495,895	−13.0%	0.18%
FSLR	First Solar, Inc. Technology	Held	6,050	0	$1,427,558	+19.6%	0.17%
ALL	Allstate Corp Financial Services	Held	5,905	0	$1,405,035	+14.8%	0.17%
CHDN	Churchill Downs Inc Consumer Cyclical	Reduced	15,546	-250	$1,393,543	−1.8%	0.16%
KO	Coca Cola Co Consumer Defensive	Added	16,061	+500	$1,305,277	+10.3%	0.15%
TRMK	Trustmark Corp Financial Services	Held	26,864	0	$1,236,012	+9.2%	0.15%
ITW	Illinois Tool Works Inc Industrials	Added	4,557	+283	$1,232,531	+10.8%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.